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Name Holding Trade Value Shares
Change
Change in
Stake
NLP
2951
Next Level Private
New York
$294K -$1.2M -11,828 -85%
CYG
2952
Clean Yield Group
Vermont
$294K – – –
NPPM
2953
North Point Portfolio Managers
Ohio
$294K +$213K +2,102 New
SMBT
2954
Southern Michigan Bank & Trust
Michigan
$293K +$37.6K +372 +22%
DC
2955
Defender Capital
North Carolina
$293K -$799K -7,900 -79%
AF
2956
Affiance Financial
Minnesota
$293K +$212K +2,100 New
ACM
2957
Arcataur Capital Management
Wisconsin
$293K +$212K +2,100 New
KLI
2958
Kelman-Lazarov Inc
Tennessee
$293K +$212K +2,100 New
SBCM
2959
Silverberg Bernstein Capital Management
New York
$293K +$212K +2,100 New
RIM
2960
Redwood Investment Management
Arizona
$293K +$212K +2,101 New
RP
2961
Riverwater Partners
Wisconsin
$292K +$212K +2,092 New
CRFG
2962
Columbia River Financial Group
Washington
$292K +$212K +2,094 New
GRA
2963
Golden Road Advisors
Florida
$291K +$211K +2,082 New
TCCM
2964
Timber Creek Capital Management
Massachusetts
$291K +$211K +2,082 New
UWS
2965
Unique Wealth Strategies
Illinois
$290K +$210K +2,078 New
BMWM
2966
Brown Miller Wealth Management
Virginia
$290K +$210K +2,077 New
LWP
2967
LMG Wealth Partners
Louisiana
$290K +$210K +2,077 New
TCOTS
2968
Trust Company of the South
North Carolina
$290K +$210K +2,077 New
HP
2969
Holistic Planning
Texas
$290K +$210K +2,076 New
BWM
2970
BNB Wealth Management
Maryland
$290K +$210K +2,076 New
OAG
2971
Oakmont Advisory Group
New Mexico
$288K +$209K +2,064 New
BGAI
2972
Bruce G. Allen Investments
Colorado
$287K +$1.21K +12 +0.6%
HAS
2973
Holland Advisory Services
Florida
$287K +$208K +2,057 New
CBT
2974
Central Bank & Trust
Kentucky
$287K +$208K +2,052 New
WOSD
2975
WFA of San Diego
California
$286K -$20.2K -200 -7%